Ambiq Micro, Inc. (AMBQ) vs POET Technologies Inc. (POET)

Ambiq Micro, Inc. and POET Technologies Inc. are both Semiconductors companies. Ambiq Micro, Inc. is the larger, with a market value of $1.7B against $1.4B — 1.2× the size. POET Technologies Inc. grew revenue faster over the last twelve months: 266.0% against 32.0%. Ambiq Micro, Inc. has the higher net margin (−37.8% vs −4,420.8%) and the lower return on invested capital (−70.0% vs −62.9%). Across the 17 metrics below, Ambiq Micro, Inc. leads on 11 and POET Technologies Inc. on 6.

Valuation

Metric AMBQ POET Semiconductors median
P/E n/m n/m 49.41
P/S 15.50 736.52 8.58
P/B 3.75 1.49 5.49
Price to free cash flow n/m n/m 47.02
EV/EBITDA n/m n/m 30.78
EV/Sales 11.76 275.14 8.79
Earnings yield (3.04%) (9.01%) 0.62%
Free cash flow yield (2.64%) (3.22%) 0.59%

Profitability

Metric AMBQ POET Semiconductors median
Gross margin 43.62% 100.00% 52.25%
Operating margin (43.34%) (3,345.53%) 4.85%
Net margin (37.77%) (4,420.78%) 4.77%
Free cash flow margin (40.89%) (2,374.38%) 8.65%
Return on equity (75.94%) (16.89%) 3.11%
Return on assets (14.09%) (15.59%) 1.91%
Return on invested capital (69.96%) (62.87%) 2.46%

Growth

Metric AMBQ POET Semiconductors median
Revenue growth (TTM) 32.04% 266.00% 16.66%
EPS growth (last fiscal year) 95.98% 27.66% —
Revenue growth, 5-year CAGR — (17.39%) 5.60%
Net income growth, 5-year CAGR — 0.00% 0.00%

Health

Metric AMBQ POET Semiconductors median
Debt to equity 0.00 0.01 0.05
Current ratio 15.95 24.46 3.35
Net debt to EBITDA 4.34 8.99 0.58

Dividend

Metric AMBQ POET Semiconductors median
Dividend yield — — 1.93%
Payout ratio — 0.00 0.00

Size

Metric AMBQ POET Semiconductors median
Market cap 1.68b 1.38b 5.67b

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